The process of financial planning is much broader than investment management and even wealth management. True financial planning involves managing all matters concerning your financial well being.
Developing a successful financial plan is a dynamic process that employs four key elements:
By creating a proper plan to achieve financial independence, you can experience a wealth of opportunities, which means you can:
Developing a successful financial plan is a dynamic process that employs four key elements:
- Reviewing your current financial position.
- Setting financial goals.
- Implementing the financial plan.
- Monitoring the financial plan.
By creating a proper plan to achieve financial independence, you can experience a wealth of opportunities, which means you can:
- Go to work because you want to, not because you have to.
- Do what you want, when you want.
- Maximize the tasks you enjoy, and minimize those you don't.
Kevin P. Greig, CPA -- 3345 Rosemont Way -- Eugene, OR 97401 -- 541.915.4636 -- Kgreigcpa@comcast.net
